Workast Help Center

Using Workast for new hire onboarding

The first few days on the job can be stressful for not only a new hire, but for everyone involved in the introduction and onboarding process. Using Workast can help make the new hire process as seamless as possible.

Creating a new hire template

As the process for new hires tends to be repetitive, we recommend creating a new hire template. You can learn how to create a template here.

Adding your onboarding tasks

Now's the time to create your onboarding tasks. Obviously you can't assign tasks to team members that you haven't hired yet, but you can add task followers such as department heads and HR personnel who would be likely to assist your new hire.

Adding descriptions when you create the tasks will help save time later and will save your new hire from asking certain questions later. Details like "Return benefits forms to Diane in HR, her office is on the third floor across from the elevator" may seem unnecessary, but they are actually really helpful.

Use tags to help label your tasks. You can use labels such as "Day 1," Day 2," etc., as well as other labels such as "High Priority."